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  1. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    = thisapp.DataCleansing.fn_DecodeHtmlEntities(v_TestString); info v_DecodedString; // yields: Father & Sons A more comprehensive list v_HtmlEntityNames =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    fulfillments will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM: Schedule a Meeting using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    Consultation: Call with TEST LEAD"); // // the description m_ScheduleMeeting.put("Description","More info / agenda"); // // the type m_ScheduleMeeting.put("Type","Prospective Meeting"); // // the meeting location m_ScheduleMeeting.put("Venue","Online...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. GoDaddy Apache cPanel: Install SSL Certificatehttps://joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    seems to require re-installing each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did as per the below. If I ever have to do the long process again, I'll add it to this article....

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  5. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books. How? We're not going to go into...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the way,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    for all orders given a from and till date Date Created: 2023-02-28 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

    Queries eBay for all active listings Date Created: 2023-03-01 (Joel Lipman) - Initial release Date Modified: ???? - ??? More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    a better response.\nThe error is:\n \"Something went wrong.\"\nClick [here](https://www.lmgtfy.com/?q=" + v_Message + ") for more info."; } Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

    name specified to see the results per contact person. You can only use this in another dataset which won't use a sub-query more than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial release Date Modified: 2023-03-21 (Joel Lipman) - ??? More Info: - DHL Developer Portal: https://developer.dhl.com/ - DHL Developer Portal Signup: https://developer.dhl.com/user/register...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Inventory: Enable Tracking using the APIhttps://joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

    is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

    401 Code 1030: Authorization Failure. The access token is either invalid or has expired. Please check your Zoho Account for more information. If your widget sits on an external server, it won't connect. I have tried publishing the Creator Widget page...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    The re-assignment of the lead (or escalation thereof) had to be added as a separate workflow as I didn't want to spend more time trying to see how I could automate this at the end of this function. Error(s) Encountered...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    parameters: m_Params connection:"zbooks" ]; // // tests show this only returns the 1 relevant item from a pricebook of many more items l_PriceBookItems = ifnull(r_ThisPriceBook.get("items"),{}); for each m_PriceBookItem in l_PriceBookItems {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/metadata-api/datasources.html...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: https://www.zoho.com/analytics/api/v2/bulk-api/export-data.html...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    a single event: The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ID. Note that this isn't in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 161 - 180 of 205

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